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      • Investments
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      • Retirement
      • Debt Management
      • Estate Planning
      • Centrelink
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      • Defined Benefit Schemes
      • Aged Care
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Financial Advice

The foundation of any good financial plan includes a considered strategy to manage any foreseeable risks that may impact you and your family’s financial wellbeing. Let us help find the most efficient insurance solutions for your situation.

Investments

  • How do I invest?
  • How can my money grow?
  • What are the risks?
  • How do I invest in shares?
  • How do I invest in properties?

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Superannuation

  • What is super?
  • Why do I need it?
  • When can I access it?
  • What are its benefits?
  • Why is it tax effective?

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Retirement

  • When do I plan for retirement?
  • How do I retire comfortably?
  • Why is super important?
  • How do I manage my money?
  • How can the government help me?

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Debt Management

  • How do I manage my debt?
  • How to get rid of debt?
  • How do I budget?
  • What is debt consolidation?
  • What is good vs bad debt?

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Estate Planning

  • What is Estate planning?
  • Why is it important to me?
  • Who will receive my estates?
  • How do I protect my loved ones?
  • Do I need a Will?

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Centrelink

  • What am I entitled to?
  • What benefits are available?
  • How to navigate the claims process?
  • Retirement services
  • Assets and income testing<

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Self-Managed Super Funds

A Self-Managed Super Fund (SMSF) is a type of superannuation fund in Australia that allows individuals to manage their own retirement savings.

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Defined Benefit Schemes

Unlock the full potential of your Commonwealth Superannuation scheme with Ottavo Group, where our experienced advisors have been dedicated to serving Canberra’s public servants for over 20 years.

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Aged Care

Aged care planning is crucial for ensuring that individuals can afford the necessary support and services as they age.

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Ottavo Financial Group ABN 16 058 625 602 trading as Spencer Fuller and Associates, Dew and Partners, WealthInsure Financial Services Centre, Orange Financial Planning, and it’s advisers are Authorised Representatives of Fortnum Advice Pty Ltd ABN 52 634 060 709 AFSL 519190

Ottavo Financial Group

 admin@ottavogroup.com.au

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